WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$36.6M
3
+$32.1M
4
MBB icon
iShares MBS ETF
MBB
+$24.6M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$19.4M

Top Sells

1
+$13.1M
2
+$9.97M
3
+$9.39M
4
AAPL icon
Apple
AAPL
+$7.44M
5
TREX icon
Trex
TREX
+$5.56M

Sector Composition

1 Financials 15.87%
2 Consumer Discretionary 12.22%
3 Technology 11.18%
4 Healthcare 9.74%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$333K 0.02%
+3,427
1102
$332K 0.02%
+7,155
1103
$332K 0.02%
12,501
-4,570
1104
$331K 0.02%
+22,039
1105
$330K 0.02%
25,150
+8,106
1106
$329K 0.02%
+4,675
1107
$329K 0.02%
2,807
-2,149
1108
$329K 0.02%
81,506
+1,383
1109
$328K 0.02%
+828
1110
$327K 0.02%
14,244
+692
1111
$327K 0.02%
141,422
+13,999
1112
$326K 0.02%
8,330
-368
1113
$325K 0.02%
18,120
+123
1114
$324K 0.02%
12,779
+689
1115
$324K 0.02%
+58,420
1116
$322K 0.02%
8,891
-6,760
1117
$321K 0.02%
13,597
+661
1118
$320K 0.02%
+2,136
1119
$320K 0.02%
13,658
-2,236
1120
$318K 0.02%
6,522
+141
1121
$318K 0.02%
9,425
+1,171
1122
$316K 0.02%
22,562
-245
1123
$314K 0.02%
+4,363
1124
$314K 0.02%
7,252
+1,858
1125
$314K 0.02%
6,026
-1,048
43 44
45
46 47